WIM

Westside Investment Management Portfolio holdings

AUM $626M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$358K
3
+$68.5K
4
BA icon
Boeing
BA
+$62.9K
5
BAC icon
Bank of America
BAC
+$38.9K

Top Sells

1
+$37.9M
2
+$1.9M
3
+$1.84M
4
COST icon
Costco
COST
+$903K
5
DIS icon
Walt Disney
DIS
+$846K

Sector Composition

1 Technology 88.1%
2 Industrials 2.77%
3 Consumer Discretionary 1.34%
4 Communication Services 1.12%
5 Healthcare 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$3 ﹤0.01%
+38
552
$3 ﹤0.01%
102
-12,269
553
$3 ﹤0.01%
37
554
$3 ﹤0.01%
86
555
$3 ﹤0.01%
100
556
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557
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250
558
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560
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561
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562
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563
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566
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18
567
$3 ﹤0.01%
84
568
$3 ﹤0.01%
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569
$2 ﹤0.01%
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570
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571
$2 ﹤0.01%
450
572
$2 ﹤0.01%
100
573
$2 ﹤0.01%
422
574
$2 ﹤0.01%
1,200
575
$2 ﹤0.01%
225
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